SUMMARY of Robo Advice conference - Threat or Opportunity


Robo Advice conference - Threat or Opportunity: held by the Personal Finance Society (PFS) and the European Financial Planning Association (EFPA) last 23rd February 2017, at Geat Hall, 20 Aldermanbury, London, EC2V 7HY.

In this event, we were able to:

·Hear from technology leaders and peers from across Europe about the subject, enabling us to benchmark our understanding and planned practices.
·Fully understand the key regulatory, risk and compliance issues facing the provision of ROBO/DIGITAL advice.
·Hear directly from the regulators as to what their priorities and key areas of focus are.
·Comprehend the risks facing both advisory firms and technology providers and how best to combat them.
·Gain an understanding of Counter party risk.
·Get to grips with the latest developments in client facing Technology and learn how they can benefit your business.

Press release:
Professional Adviser: Robo’s opportunities and risks for advisers – Keith Richards
Financial Planning Today: Robo services hide some costs and must be clearer, panel says
New Model Adviser: AI won’t replace emotional side of planning